All 8 FOR JUST $37
Project Management Process Overview Guide
Pre-Construction Meeting – Buyer Version
Pre-Construction Meeting – Builder Version
Pre-Construction Checklist
Design Selection Disclosure
Design Compliance Checklist
Material Ordering Checklist
Jobsite Policies & Procedures
PROJECT MANAGEMENT PROCESS OVERVIEW GUIDE: A high-level document with over 30 pages that explains your end-to-end construction process, roles, and responsibilities for your project manager and each vendor. Ideal for internal team training and setting vendor expectations.
PRE-CONSTRUCTION MEETING – BUYER VERSION: A guided agenda and checklist to ensure the buyers are informed and that they have signed and agreed to all company documents prior to construction starting. This includes setting expectations, timelines, key milestones, and communication methods—creating clarity and trust from day one.
PRE-CONSTRUCTION MEETING – BUILDER VERSION: A guided agenda and checklist for your team to ensure all aspects of the project have been discussed before construction begins. This includes reviewing all construction related documents, timelines, key milestones, and communication methods with the construction team and the buyers.
PRE-CONSTRUCTION CHECKLIST: A master checklist to confirm that all necessary planning items are completed before breaking ground, missing a step could lead to disaster. This document covers permits, financing, HOA approvals, design selections, engineering, and more—so you start every project fully prepared.
DESIGN SELECTION DISCLOSURE: A document that outlines the design selection process for your buyer and explains what items are considered upgrades during design selection meetings. It prevents misunderstandings with buyers due to assumptions and miscommunication which can lead to expensive mistakes or change order.
DESIGN COMPLIANCE CHECKLIST: Ensures all exterior design selections meet local codes, HOA & community guidelines, and internal build standards—catching conflicts before construction begins is key to protecting profits.
MATERIAL ORDERING CHECKLIST: An overview document to track all material orders across multiple stages of a build. Keeps your team aligned on what’s been ordered, when it’s arriving, and what’s still pending.
Because you can’t afford to make mistakes with buyers
Because you can’t afford to make mistakes on jobsites
Because you can’t afford to order the wrong materials
Because you can’t let your reputation be affected by making mistakes
Because if you don’t have systems, good people won’t want to work for you
This is a digital product designed for online use and printing if needed. No physical materials are included.
Right away. As soon as your purchase is complete, your materials will be ready for you to use—no waiting.
It is built for builders, contractors, and project managers who want to streamline the front-end of their projects, reduce stress, and avoid costly planning mistakes.
That’s a great start. This pack is designed to complement and refine your existing systems—filling in gaps, improving consistency, and making your planning process even smoother.
Yes. It’s meant to be used collaboratively, so feel free to share it with your internal team to ensure everyone is aligned and working from the same playbook.